Callan Associates Inc.

Florida
Registered In
06/05/2000
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Callan Associates Inc. at 600 Montgomery ST STE 800, San Francisco, Ca 94111 lists Taylor Susan L of San Francisco, CA and Bonnette David F of Atherton, CA.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Inactive
Registration Type
Foreign
Foreign Jurisdiction
California
EIN
94-2192581
Email
*************@cscinfo.com
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People

Taylor Susan L CFO
600 MONTGOMERY ST, SAN FRANCISCO, CA 94111
Bonnette David F Director
26 MAGNOLIA DR, ATHERTON, CA 94027
Peyton Ronald D Chai
600 MONTGOMERY ST, SAN FRANCISCO, CA 94111
O'leary, Jr. Michael D Dire
14602 WCR7, MEAD, CO 80542
De Luce Ann C EVPD
600 MONTGOMERY ST, SAN FRANCISCO, CA 94111
Allen Gregory C President/Director
600 MONTGOMERY ST, SAN FRANCISCO, CA 94111

Map & Locations

600 MONTGOMERY ST STE 800, SAN FRANCISCO, CA 94111 (Mailing) View Map

Financials

Financial Information for Callan Associates Inc.

Form 5500

CALLAN LLC

One Bush Street, Suite 700, San Francisco, Ca 94104 (415) 974-5060 EIN:94-2192581 Plan Admin:Shalaka Kachare
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCALLAN LLC HEALTH & WELFARE PLAN Plan #501 Participants BOY/EOY193 / 0 Assets BOY/EOY$0 / $0 2023 CALLAN LLC HEALTH & WELFARE PLAN - Plan #501 193 / 0 $0 / $0
2022 Plan NameCALLAN LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY283 / 291 Assets BOY/EOY$188,462,791 / $164,503,808 2022 CALLAN LLC RETIREMENT SAVINGS PLAN - Plan #001 283 / 291 $188,462,791 / $164,503,808
2022 Plan NameCALLAN LLC HEALTH & WELFARE PLAN Plan #501 Participants BOY/EOY190 / 0 Assets BOY/EOY$0 / $0 2022 CALLAN LLC HEALTH & WELFARE PLAN - Plan #501 190 / 0 $0 / $0
2021 Plan NameCALLAN LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY277 / 283 Assets BOY/EOY$160,021,056 / $188,462,791 2021 CALLAN LLC RETIREMENT SAVINGS PLAN - Plan #001 277 / 283 $160,021,056 / $188,462,791
2021 Plan NameCALLAN LLC HEALTH & WELFARE PLAN Plan #501 Participants BOY/EOY195 / 0 Assets BOY/EOY$0 / $0 2021 CALLAN LLC HEALTH & WELFARE PLAN - Plan #501 195 / 0 $0 / $0
2020 Plan NameCALLAN LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY270 / 277 Assets BOY/EOY$137,396,385 / $160,021,056 2020 CALLAN LLC RETIREMENT SAVINGS PLAN - Plan #001 270 / 277 $137,396,385 / $160,021,056
2020 Plan NameCALLAN LLC MEDICAL, GRP TERM LIFE, AD&D, LTD PLAN Plan #501 Participants BOY/EOY201 / 0 Assets BOY/EOY$0 / $0 2020 CALLAN LLC MEDICAL, GRP TERM LIFE, AD&D, LTD PLAN - Plan #501 201 / 0 $0 / $0
2019 Plan NameCALLAN LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY257 / 270 Assets BOY/EOY$111,283,558 / $137,396,385 2019 CALLAN LLC RETIREMENT SAVINGS PLAN - Plan #001 257 / 270 $111,283,558 / $137,396,385
2019 Plan NameCALLAN LLC MEDICAL, GRP TERM LIFE, AD&D, LTD PLAN Plan #501 Participants BOY/EOY197 / 0 Assets BOY/EOY$0 / $0 2019 CALLAN LLC MEDICAL, GRP TERM LIFE, AD&D, LTD PLAN - Plan #501 197 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Callan LLC Registered in Colorado
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Person/City Match:Peyton Ronald D - San Francisco, CA
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Callan LLC Registered in Nevada
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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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